Financial Specialist
ARC ADVISORY SDN BHD
AI-generated summary
beta
Oops, looks like Ashley forgot to summarize this job! We apologize for the inconvenience. Please read the complete Job Description for full details and additional information.
RM2K - RM15K
PETALING JAYA
Full-Time
Job Description
Responsibilities
• Acquire new clients with our proprietary strategies
• To plan and coordinate sales and marketing activities
• To provide a holistic financial solution according to the client’s needs
• To manage and maintain client's portfolio
• To plan and coordinate sales and marketing activities
• To provide a holistic financial solution according to the client’s needs
• To manage and maintain client's portfolio
• To build rapport with clients/prospects
• Assist in development plans for the company
• Assist client in implementing their desired solutions
• Cultivate long term clientele
• Review the client's financial progress regularly
• Assist in development plans for the company
• Assist client in implementing their desired solutions
• Cultivate long term clientele
• Review the client's financial progress regularly
Job Requirements
Requirements
• Candidate must possess at less a Diploma/Bachelor’s Degree/Professional Degree in any Discipline, having a Degree in Finance would be an added advantage
• Minimum 1 year of working experience in sales
• Proactive engagement to deliver high quality of service at all times
• Preferred languages: English, Chinese and Bahasa Malaysia
• Excellent communication skills
• Key characteristics: Team player, independent, proactive, passionate, reliable, dependable, willing to learn
• Good computer, interpersonal and communication skills
Benefits
• Performance bonus
• Overseas Incentives
• Ipad and Laptop Incentives
• Direct promotion for those who possess experience in financial industry
• Comprehensive training, from personal development to skills and knowledge in financial planning
• Candidate must possess at less a Diploma/Bachelor’s Degree/Professional Degree in any Discipline, having a Degree in Finance would be an added advantage
• Minimum 1 year of working experience in sales
• Proactive engagement to deliver high quality of service at all times
• Preferred languages: English, Chinese and Bahasa Malaysia
• Excellent communication skills
• Key characteristics: Team player, independent, proactive, passionate, reliable, dependable, willing to learn
• Good computer, interpersonal and communication skills
Benefits
• Performance bonus
• Overseas Incentives
• Ipad and Laptop Incentives
• Direct promotion for those who possess experience in financial industry
• Comprehensive training, from personal development to skills and knowledge in financial planning
Company Benefits
Travel Opportunities
Leisure travel opportunities
Rewards
We reward initiative & innovation
Employee Discounts
Enjoy employee discounts on our products and other partnership discounts
Professional Development
Opportunities for enhanced learning & self-improvement
Relaxed Dress Code
Feel comfortable at work
Medical Insurance
We take care of you
Additional Info
Experience Level
0 - 15 Years of Experience
Job Specialisation
Financial Services & Banking
Company Profile
ARC ADVISORY SDN BHD
We are an authorised distributor of various financial products and services. We seek to provide professional financial planning and consultations to our clients. With a young and vibrant workforce, we provide our services to a wide clientele base, ranging from high net worth individuals to corporate companies and SME companies in Malaysia.
We are executing a rapid expansion strategy due to the increasing market demand and company growth.
Our Core Values:
G.R.E.A.T
GOD CENTERED – We strive to glorify God in everything that we do
RELATIONSHIPS – We foster Unity based on Love and Trust towards each other
EXCELLENCE – We commit to driving Value with insightful, innovative solutions
APPRECIATION – We Honor each other with a Heart of Gratitude
TALENT – We maximize the Potential of each other's Talents, to ensure continuous Growth
We are executing a rapid expansion strategy due to the increasing market demand and company growth.
Our Core Values:
G.R.E.A.T
GOD CENTERED – We strive to glorify God in everything that we do
RELATIONSHIPS – We foster Unity based on Love and Trust towards each other
EXCELLENCE – We commit to driving Value with insightful, innovative solutions
APPRECIATION – We Honor each other with a Heart of Gratitude
TALENT – We maximize the Potential of each other's Talents, to ensure continuous Growth
Financial Specialist
ARC ADVISORY SDN BHDRM2K - RM15K
PETALING JAYA
Full-Time
This job is no longer available